Meriden, CT Financial Advisors and Resources

Financial Advisor Firms in Meriden, CT



(203) 599-6000

538 Preston Avenue

Meriden, CT 6450

SEC#: 801-67242
Years in Business: 14 years

How Retirement-Friendly is Meriden, CT?

  • Population: 59,676
  • % of Population 62 Years and Over: 20.4%
  • Average Home Value: $172,700
  • Average Monthly Housing Cost: $1,128
  • Average Household Income: $75,379
  • Connecticut Total Tax Burden: 10.44% (5th Highest in U.S.)
  • Connecticut Property Tax: 4.06% (6th Highest in U.S.)
  • Connecticut Individual Income Tax: 3.56% (6th Highest in U.S.)
  • Connecticut Sales and Excise Tax: 2.82% (12th Lowest in U.S.)

Meriden, CT Financial Advisor FAQs

Good financial advisors can create customized plans for their clients based on specific needs. Be sure the advisor you choose is qualified to work with your specific situation and that they provide unbiased advice. It's also important that an advisor is transparent about fees-you want to save as much of your money as possible.
What you ask a financial advisor really depends on your goals, which is why it's so important to have a discussion with your account before getting into the nitty-gritty of asking questions.
Financial advisors are paid by commissions, or by charging a fee for their services.
Yes. If you're looking to achieve financial security, a professional is always recommended. Financial advisors offer a range of services from investment portfolio management and retirement planning, to asset protection and tax minimizing strategies as well as estate guidance for those who are about to pass on their fortune.